Investment Advice

2% of Companies
March 30, 2026
Did you know that from 1926 to 2026, a staggering 60% of publicly traded companies have generated returns less than Treasury bills? And only 2% of companies have accounted for all the market's positive returns. Talk about a tough market! Nvidia, a prime example, experienced drawdowns as deep as 96%, despite its massive returns. Does…
Read MoreSign Up
Get the latest on retirement and investing

Building Good Investor Habits & ‘Eating Your Own Cooking’
June 19, 2018
Jonathan M Satovsky discusses the importance of developing good savings habits, the distractions caused by feeding into the frenzy of…
Read MoreDiversification as a Means of Fighting Fear and Behavioral Bias | Behavioral Finance
May 25, 2018
Diversification as a Means of Fighting Fear and Behavioral Bias
Read More
Consumer vs Investor Expectations | Warren Buffett
April 30, 2018
Jonathan Satovsky discusses Amazon's focus on consumer expectations, Warren Buffett's investment philosophy of benign neglect, and developments in global markets.…
Read More
Reacting to Market Fluctuations with a Long-Term Investor Mindset
February 9, 2018
Jonathan Satovsky discusses the recent upswing in market volatility.
Read MoreTrust in the Equity Markets and the Myth of the Best Investment
January 30, 2018
Jonathan discusses trust in equity markets and the myth of the best investment strategy.
Read MoreImpact of the New Tax Reform Legislation
December 20, 2017
Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.
Read More
Global Trends, Negative News, Sustainable Investing Strategies
November 22, 2017
Jonathan discusses positive global trends, negative news coverage, and research on sustainable investing strategies.
Read More
Small-Cap Tilts and the Recent Outperformance of Foreign Equities
October 20, 2017
Jonathan discusses small-cap tilts and the recent outperformance of foreign equities.
Read More
The Buffett Bet & Digital Technology
April 28, 2017
Jonathan discusses the behavioral gap, Buffett's wager, and the importance of maintaining a long-term investing mindset. As always, please feel…
Read Moremore
